Right now, I have to contact my program lead to find out my program status specific to program balance. I should be able to see this, like I did in the old system, for my account. I know the program lead has a nice dashboard that provides that information, it needs to be made available to users (administrators).

Some clients, particularly in the IT industry, want their win loss interviews to be made anonymous so that respondents' names do not appear. To make the process of facilitating this request less manual, could a function be added that hides buyer names (and also separately, their titles) from the Client-Facing interview? Then we can retain the respondent's name internally for our purposes at PI, but the client contact and client users will never see it in the interview headers, tiles, and lists.

I would like to be able to quickly identify key accounts for content creation based off the questions surrounding "results achieved" from our solution and their importance level.

Account View: Indicates accounts where multiple benefits have been successfully (10-8 rating) achieved. Serves as a starting place for potential references, client interviews, etc (Data example: All 16 of our 10 ratings came from the same 5 accounts)

HQY has three distinct markets by employer size, and it would be very helpful to be able to qualify results based upon them. What a 500 life company cares about is very different than a 15,000 life - and also than a 50,000 life. And, our pricing and resource offerings vary accordingly, as well.

I would like to still be able to see all, as there is overlap in some thresholds - but to be able to segment and see pieces based upon employees would be terrific. (If I can and just do not know how, please advise?)

The current Performance tile gives access to average ratings. However, there are times when we need access to the individual ratings. For example, if the customers' average rating is 6.2 is that because all of the ratings were in the 6-7 range or were there one or two low scores that lowered the average. In this case we need to be able to identify the respondents that proved low score in order to determine why.

I would find it beneficial to have a clip/pin/flag feature where I could collect information from across the platform into single view. I am often looking for specific trends or topics and would love to pull in snapshots of tiles, analyst insights, and respondent answers side-by-side.
Example: I'm building a campaign around a particular benefit of a product. I would like to be able to flag all related customer quotes, analyst insights, and related graphs (form tiles) so I can view them together and not hop around or have multiple tabs. Kind of like a pintrest board for my data.